November 2024
October 2024
September 2024
August 2024
July 2024
- 11: 2024 July Update
June 2024
- 17: 2024 June Update
May 2024
- 15: How to set up your business finances to scale and exit – with Julia Chung
- 13: Moolala: Money Made Simple for a discussion on Advice Only Financial Planning
- 10: 2024 May Update
- 09: How Julia came to be an Advice Only Financial Planner
April 2024
- 15: 2024 April Update
- 15: Funding a New Business for Dummies
- 04: Transitioning the Family Cottage (or cabin)
- 04: Financial Planner Title Regulation in Ontario
March 2024
- 25: Women & Investing: Specific concerns for women when it comes to finances
- 21: Credits and rebates available for home owners in Canada
- 11: 2024 March Update
February 2024
- 27: Strategies for people who collect CPP and U.S. social security
- 20: What is an Advice-Only Planner?
- 13: 2024 February Update
- 11: Canadian seniors are staying in their houses far longer than ever before
- 09: How mahjong sessions foster business connections and cultural roots
January 2024
- 15: 2024 January Update
- 08: FPAC welcomes 2024 with new president at the helm
- 08: How best to avoid penalties on your TFSA contributions
December 2023
November 2023
October 2023
- 30: Multi-Generational Housing and the Golden Girls Dream
- 18: 2023 October Update
- 02: Are you putting your money towards a life you really love?
September 2023
- 21: You’ve Been Named Power of Attorney, Now What?
- 13: How much do you really need to retire?
- 11: 2023 September Update
August 2023
- 23: Manage increasingly intricate cross-border guidance
- 18: 2023 August Update
- 10: FIRE (Financial Independence, Retire Early)
July 2023
June 2023
May 2023
- 15: Estate Planning 101
- 10: 2023 May Update
- 02: How to Transition with your Clients to the Next Generation
April 2023
March 2023
- 30: A Recession Toolkit
- 23: Considerations for assets in joint accounts with multiple beneficiaries
- 10: 2023 March Update
- 06: Digital Nomad Financial Reality: Footloose and Office-Free?
- 06: Money, Values, and Family Business
February 2023
- 28: HELOC vs reverse mortgage for parents helping kids buy a home
- 20: Inflation causing some to think twice about having kids
- 20: Celebrating Family Day amid mounting financial challenges
- 16: 2023 February Update
- 16: Retirement Planning: Designing your life-after-work
- 02: Guiding students to make better financial decisions
January 2023
December 2022
November 2022
October 2022
September 2022
August 2022
July 2022
- 22: Quarterly Market Clinic
- 21: Strategies for spending, costs and income in retirement
- 21: 2022 July Update
June 2022
- 13: 2022 June Update
May 2022
- 13: 2022 May Update
April 2022
March 2022
February 2022
January 2022
December 2021
November 2021
October 2021
September 2021
August 2021
July 2021
- 20: 2021 July Update
June 2021
- 29: Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung
- 15: What Does Freedom Mean to You
May 2021
April 2021
- 27: 2021 Federal Budget Summary
- 23: 2021 April Update
- 20: Understand and Value Your Time
- 08: How to Use Design Thinking to Revamp Your Finances
March 2021
February 2021
- 22: 2021 February Update
- 16: How much has the pandemic hurt your retirement plans?
- 16: Safety and Security
January 2021
- 25: What We Want for You in 2021
- 22: 2021 January Update
- 07: What to Expect from the upcoming 2020 Tax Season
December 2020
November 2020
October 2020
- 30: Design Thinking for Advisors
- 28: Market 2020 Clinic
- 26: 2020 October Update
- 20: Helping Parents Achieve Retirement: A Case Study
- 19: Second COVID-19 Wave and Parents’ Dilemma on Returning to Work
September 2020
- 28: 2020 September Update
- 22: Portfolio Review and Investment Manager search: A Case Study
- 08: Money Smart Kids – September’s Great Reads
August 2020
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
January 2020
December 2019
November 2019
October 2019
- 21: October 2019 Update
- 18: Introducing Darryl Brown
- 15: Design Thinking: Charitable Giving
- 04: Book Review: Profit First by Mike Michalowicz
September 2019
- 30: The best way to generate cash from your investments in retirement?
- 23: First-Time Home Buyer Incentive: What You Need to Know
- 23: September 2019 Update
- 14: A Week in the Life of Karen
- 13: Book Review: The Financially Empowered Woman by Tracy Theemes
August 2019
July 2019
- 22: July 2019 Update
June 2019
May 2019
April 2019
- 23: April 2019 Update
- 23: Book Review: The Power of Habit by Charles Duhigg
- 22: Design Thinking: Taxes
March 2019
February 2019
January 2019
December 2018
- 20: December 2018 Update
- 20: Cash Flow Planning – Building Confidence into Your Retirement Plan
- 18: Money Mindset: Scarcity vs. Abundance
- 13: 2018 Spring Financial Gift Guide
November 2018
October 2018
- 29: October 2018 Update
- 23: Book Review: Mindset: The New Psychology by Carol S. Dwek
- 18: What to do when your parents haven’t planned
September 2018
August 2018
July 2018
June 2018
- 26: June 2018 Update
May 2018
- 28: Withdrawing from RESPs
- 25: A Week in the Life of Kathryn
- 24: Book Review: The Soul of Money by Lynne Twist
- 15: The RDSP: 10 Years in 2019
April 2018
March 2018
- 26: BC Real Estate Taxes
- 26: Self-Employed & Corporate Income Taxes: Installments, Penalties, and Planning Ahead
- 07: Book Review: Wealthing Like Rabbits by Robert R. Brown